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Technology Contracting Training Course Part 1: Drafting, Reviewing, and Understanding Different Types of Agreements, Order Forms, Statements of Work, and More

Master essential technology contract skills: understanding deal context, technical terminology, and critical provisions including trials, warranties, and SLAs.

2025-05-01 13:00:00

Program Details

2025-05-01 13:00:00

Program Details

2025-05-01 13:00:00

Over 1,000+ webinars

2025-05-01 13:00:00

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Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Mastering Technology Contract Drafting Fundamentals

2025-05-01 13:00:00

Participants will learn essential skills for reviewing and negotiating technology agreements, from understanding technical terminology to structuring protective provisions. These practical techniques apply across software licenses, cloud services, and professional services contracts.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Technical Terminology
Understand source code, object code, encryption, APIs, and SDKs.
02
Contract Database
Build an organized knowledge base for storing contract language and clauses.
03
Due Diligence
Conduct pre-contract and post-execution diligence on vendors.
04
Big Four Provisions
Master trial, acceptance, warranties, and support provisions as complementary protections.
05
Service Levels
Negotiate cloud SLAs addressing availability, response time, and disaster recovery.
06
Hidden Costs
Identify data usage rights, marketing commitments, and embedded fees.

Program schedule

clock 1:00 pm - 1:10 pm EST

Essential Skills for Technology Contract Drafting Success

Learn the foundational approach of understanding transactions before making contract revisions. Discover how to build an effective contract database and master essential technical terminology including source code, encryption, and APIs.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 1:10 pm - 1:20 pm EST

Critical Pre-Review Information and Deal Assessment

Explore the essential information attorneys must gather before beginning any contract review, from deal value to data sensitivity. Learn how to set realistic expectations and identify hidden costs including non-monetary obligations and data usage provisions.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 1:20 pm - 1:30 pm EST

Overview of Technology Agreement Types and Applications

Survey the broad spectrum of technology agreements from professional services to cloud arrangements. Understand how concepts apply across software licenses, development agreements, outsourcing contracts, and data processing agreements.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 1:30 pm - 2:00 pm EST

Preliminary Contract Review and Industry Trend Analysis

Examine critical industry trends affecting contract review including incorporation by reference and diminishing vendor accountability. Learn strategies for addressing virtual cloud providers, AI considerations, and conducting effective pre-contract and post-execution due diligence.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 2:00 pm - 2:10 pm EST

Break

A short intermission allowing participants to refresh before continuing with the remaining contract drafting topics. Use this time to review notes and prepare questions for the upcoming sessions.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 2:10 pm - 2:20 pm EST

Transaction Documents: Order Forms and SOW Essentials

Understand how transaction documents operationalize master agreements by specifying products, pricing, and timelines. Learn to review these documents carefully to ensure they reflect negotiated terms without introducing conflicting provisions.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 2:20 pm - 2:50 pm EST

Big Four: Trial, Acceptance, Warranties, and Support

Master the timeline of protections from trial periods through ongoing support obligations, plus service levels for cloud services. Understand each provision’s distinct purpose, appropriate use cases, and available remedies when issues arise.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 2:50 pm - 3:00 pm EST

Software License Provisions and Use Rights

Examine license provisions that define permitted use scope for software and intellectual property. Cover key considerations including modification restrictions, sublicensing limitations, and geographic and user constraints.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
clock 3:00 pm - 3:10 pm EST

Audit Rights: Compliance Verification and Protection

Explore audit provisions from both customer and vendor perspectives for verifying contract compliance. Learn how audits address security practices, data handling, license compliance, and payment accuracy.

Michael R. OverlyMichael R. Overly
Steven M. MillendorfSteven M. Millendorf
Michael R. Overly

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Steven M. Millendorf

Foley & Lardner LLP

Michael R. Overly

Michael R. Overly

Foley & Lardner LLP

Michael Overly is a partner in Foley & Lardner’s Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups, specializing in negotiating and drafting technology transactions and legal issues surrounding technology in the workplace, e-mail, and electronic evidence.

Education & Credentials

Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP), Information Systems Security Management Professional (ISSMP), Certified in Risk and Information Systems Controls (CRISC), Certified Outsourcing Professional (COP), Certified Information Privacy Professional (CIPP)

Recognition & Leadership

Has written numerous articles and books on technology law subjects; frequent commentator in national press including the New York Times, Chicago Tribune, Los Angeles Times, Wall Street Journal, ABCNEWS.com, CNN, and MSNBC; has testified before the U.S. Congress regarding online issues.

Experience

Partner at Foley & Lardner LLP in the Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups; one of the few practicing lawyers to hold multiple rigorous technology and security certifications; extensive experience writing and speaking on technology transactions and legal issues.
Steven M. Millendorf

Steven M. Millendorf

Foley & Lardner LLP

Steve Millendorf is a seasoned privacy and cybersecurity attorney with over two decades of experience as an engineer. His practice focuses on counseling clients on privacy, cybersecurity, and intellectual property matters, with expertise in data mapping, data incident management, breach response, and developing privacy and cybersecurity policies and procedures.

Education & Credentials

Fellow of Information Privacy (IAPP), Certified Information Privacy Professional in United States and European privacy laws (CIPP/US and CIPP/E), Certified Information Privacy Manager (CIPM). Over two decades of engineering experience.

Recognition & Leadership

Recognized by the International Association of Privacy Professionals (IAPP) as a Fellow of Information Privacy. Recognized as a Subject Matter Expert (SME) by Qualcomm's Government Technologies Division. Inventor on over 10 U.S. and international patents in cryptography and security.

Professional Involvement

Collaborates with R&D, IT, risk, forensics, dark web, communications professionals, senior management, c-suite, and board members. Experience with compliance programs for GDPR, UK-GDPR, CCPA, CPRA, Virginia CDPA, Colorado CPA, PIPEDA, CASL, CAN-SPAM, COPPA, TCPA, and New York Cybersecurity Regulation.

Experience

Partner at Foley & Lardner LLP in Technology Transactions, Cybersecurity, and Privacy Practice. Over two decades of engineering experience. Previously senior staff hardware security engineer at Qualcomm leading security features design for smartphones, tablets, and computing devices. Held U.S. security clearance supporting government partners. Earlier career as ASIC design engineer at HIFN, General Instruments (ARRIS), iOmega, and NCR/AT&T in network security processors, broadband modems, and storage technologies.
Michael R. Overly

Michael R. Overly

Foley & Lardner LLP

Michael Overly is a partner in Foley & Lardner’s Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups, specializing in negotiating and drafting technology transactions and legal issues surrounding technology in the workplace, e-mail, and electronic evidence.

Education & Credentials

Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP), Information Systems Security Management Professional (ISSMP), Certified in Risk and Information Systems Controls (CRISC), Certified Outsourcing Professional (COP), Certified Information Privacy Professional (CIPP)

Recognition & Leadership

Has written numerous articles and books on technology law subjects; frequent commentator in national press including the New York Times, Chicago Tribune, Los Angeles Times, Wall Street Journal, ABCNEWS.com, CNN, and MSNBC; has testified before the U.S. Congress regarding online issues.

Experience

Partner at Foley & Lardner LLP in the Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups; one of the few practicing lawyers to hold multiple rigorous technology and security certifications; extensive experience writing and speaking on technology transactions and legal issues.
Steven M. Millendorf

Steven M. Millendorf

Foley & Lardner LLP

Steve Millendorf is a seasoned privacy and cybersecurity attorney with over two decades of experience as an engineer. His practice focuses on counseling clients on privacy, cybersecurity, and intellectual property matters, with expertise in data mapping, data incident management, breach response, and developing privacy and cybersecurity policies and procedures.

Education & Credentials

Fellow of Information Privacy (IAPP), Certified Information Privacy Professional in United States and European privacy laws (CIPP/US and CIPP/E), Certified Information Privacy Manager (CIPM). Over two decades of engineering experience.

Recognition & Leadership

Recognized by the International Association of Privacy Professionals (IAPP) as a Fellow of Information Privacy. Recognized as a Subject Matter Expert (SME) by Qualcomm's Government Technologies Division. Inventor on over 10 U.S. and international patents in cryptography and security.

Professional Involvement

Collaborates with R&D, IT, risk, forensics, dark web, communications professionals, senior management, c-suite, and board members. Experience with compliance programs for GDPR, UK-GDPR, CCPA, CPRA, Virginia CDPA, Colorado CPA, PIPEDA, CASL, CAN-SPAM, COPPA, TCPA, and New York Cybersecurity Regulation.

Experience

Partner at Foley & Lardner LLP in Technology Transactions, Cybersecurity, and Privacy Practice. Over two decades of engineering experience. Previously senior staff hardware security engineer at Qualcomm leading security features design for smartphones, tablets, and computing devices. Held U.S. security clearance supporting government partners. Earlier career as ASIC design engineer at HIFN, General Instruments (ARRIS), iOmega, and NCR/AT&T in network security processors, broadband modems, and storage technologies.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

Legal updates that every attorney needs to know

MCLE Credits

Alabama
Pending
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Approved
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Approved
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Approved
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Approved
Colorado
Pending
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Approved
Delaware
Pending
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Approved
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Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs